Planning-led, entrepreneurial advisors continue to choose Integrated as industry consolidation reshapes competitive landscape ...

Windes, a Top 100 Firm based in Long Beach, California, is teaming up with Integrated Partners, a financial planning and registered investment advisory firm, in a new wealth management firm.

Morrison Nordmann is the second Michigan-based firm to join Integrated in 2025, following the onboarding of Prout Financial Design earlier this year. Their addition contributes to a milestone year for ...

BOSTON--(BUSINESS WIRE)--Integrated Partners, a national financial planning and registered investment advisory firm, today announced that Integrated Financial Partners -- one of its affiliates, led by ...

Husband-and-wife-led team managing more than $100 million in assets joins Integrated to scale their firm through advanced planning tools and high-net-worth client support Integrated Partners ...

Are you looking to unify your finance teams and boost their capacity to drive growth, improve margins, and optimize resources? Move from spreadsheets and legacy systems to Anaplan’s advanced ...

A so-called reverse breakaway team coming back to the broker-dealer world on different terms has launched a channel for advisors leaving the wirehouses. As advisors eye multiple kinds of affiliation, ...

WESTBURY, N.Y.--(BUSINESS WIRE)--DSJ, a leading full-service accounting and financial advisory firm, announces the establishment of DSJ Wealth Management LLC, a fully licensed New York State wealth ...

Today’s finance leaders are expected to move fast, deliver accurate insights, and drive enterprise value—yet disconnected consolidation and planning processes often get in the way. Anaplan’s ...

BROOMFIELD, CO – December 19, 2025 – PRESSADVANTAGE – A growing number of small and mid-sized businesses are discovering a gap in traditional financial services: bookkeepers handle historical ...